Training & Relationship Manager VIC

Melbourne - Australia

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The Opportunity:

As the role of a Training & Relationship Manager youll play a part in our clients success and work closely with our Distribution Manager to focus on supporting and training Advisers and Administrators on the Netwealth platform and products.

This is more than a training role its about building confidence trust and long-term partnerships.

From onboarding to first application youll ensure every advisers experience with Netwealth is seamless rewarding and impactful.

This role includes interstate travel from time to time.

What Youll Do

Be the go-to expert for training and development across existing and pipeline clients
Deliver engaging high-impact training sessions that bring our platform to life
Support advisers in understanding and using Netwealths products to grow their business
Partner with dealerships to secure and expand their engagement with Netwealth
Support the sales process for new accounts with enthusiasm

About you

If you have 3 years of experience working with investment financial or superannuation platforms and RG146 accreditation you could be a great fit for this role.

Youll have the opportunity to showcase your client service skills while working closely with new and existing clients and wealth professionals. Strong communication and stakeholder engagement will be key as you support our Sales & Distribution team.

Were looking for someone who is self-motivated highly organised and excels at managing their time effectively.

Being a collaborative and agile team player is essential.

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services
A vibrant culture: social events trivia nights and corporate sports
Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

Manager

About NetwealthNetwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.Since 1999 weve gro...